RF's Financial News

RF's Financial News

Sunday, August 3, 2025

This Week in Barrons: 8.3.2025


Please feel free to read the blog post: #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-832025-r-f-culbertson-qopsc 


Factually: (a) The S&Ps closed up +2.2% for July (+7.8% YTD), and subsequently slipped -1.6% the first day of August.  (b) Volatility and Credit Spreads are seeing their normal seasonal upturn.  (c) Investors are skewing portfolios heavier and heavier into tech stocks.  And (d) US electricity demand has broken out to a new all-time high.  Overall, Per Callum Thomas: Investors have shifted their focus from ‘rebound management’ to ‘full-risk-on’ – as the recovery from the April low fizzles, and seasonal headwinds begin to weigh.  Short-term technicals are tenuous, pressure points are building, but medium-to-long-term trend indicators remain healthy.  Please feel free to read the rest of the blog post: #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barrons-832025-r-f-culbertson-qopsc 


Please feel free to read the blog post: #investing #stocks #bonds #options